Senior Account Manager - NAM

More about the role & team

Why work for us

• Our platform is trusted by many of the world’s leading investment consulting firms
• You’ll manage high value, enterprise consultant relationships, not transactional accounts
• You’ll sell a platform embedded in critical client workflows, not standalone products
• You’ll work across complex stakeholder environments, from operational users to senior leaders
• You’ll have ownership of account strategy, pricing, and revenue expansion
• You’ll operate within a specialist and less saturated area of financial services, working closely with investment consultants

What skills and experience do I need to succeed?

Essential Requirements

• Experience working with investment consulting firms, either selling into them, managing them as clients or working for them directly
• Knowledge of portfolio analytics, performance measurement, risk, or reporting solutions used by investment consultants and institutional investors
• Experience managing enterprise client relationships within financial services
• Proven ability to drive revenue growth across existing accounts (renewals, upsell, cross sell, pricing)
• Experience selling or managing platform or workflow based solutions, not standalone products
• Ability to navigate complex, multi‑stakeholder client environments, from analysts to senior decision makers

Desirable Requirements

• Background within an investment consulting firm
• Experience with financial data, reporting, or analytics platforms
• Experience selling across multiple solutions within a broader platform
• Network within investment consulting or wider financial services

What do we offer?